See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,523 | $117,983-38.5% | $101,794-28.8% | $142,382-49.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 17.41% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,056 | $2,773-61.9% | $2,289-53.8% | $4,299-75.4% |
| Participant deferral / active EE | $2,238 | $4,714-52.5% | $4,084-45.2% | $6,507-65.6% |
| Admin fee / account holder | $970 | $10,433-90.7% | $8,777-89.0% | $12,624-92.3% |